Alma and Primo VE Project updates: Week of 4/1/2019

Alma and Primo VE Project updates: Week of 4/1/2019

Submitted by dmcmpbll on Tue, 04/09/2019 - 4:48pm

For a collated list, please review the Weekly highlights of the Alma and Primo VE project page.

Highlights: Week of 4/1/2019

  • CARLI Office Staff:
    • Several members of the CARLI staff attended or presented at the "Change is Good: You Go First! Leading Others To and Through Change" forum on April 2nd.
      • The Alma Resources Handout from Kris Hammerstrand's presentation is available on the CARLI website; other handouts and presentation materials from the forum will soon be available.
    • Scheduled meetings with Vanguard libraries to discuss their e-resource cataloging practices to prepare a draft Alma P2E (print to electronic) migration form.
    • Emailed all I-Share libraries who use Coral to ask migration-related usage questions.
  • Vanguard Libraries:
    • Completed their Voyager Migration drafts and will validate them in the Sandbox before the due date of 4/9/2019.
    • Have begun filling out their Primo VE setup worksheets, draft due 4/11/2019.
    • Watched Acquisitions trainings and completed exercises using the Alma/Primo VE sandboxes for hands-on exercises.
  • Your library can:
    • Review the Alma Resources Handout from Kris Hammerstrand's presentation at the "Change is Good: You Go First! Leading Others To and Through Change" forum.
    • Review the Patron Record Purge documentation, and contact CARLI support with any questions about the process and your library's data. Before migration, we strongly recommend purging expired patrons that have no current activity. Running multiple patron record purges would be ideal (as soon as possible to remove long-expired records, and again closer to migration to remove more-recently expired records).
    • Continue working on the Pre-Migration Database Maintenance page's prioritized data cleanup projects, starting with the "Critical" projects. All Critical projects must completed by the end of August 2019.
    • Review the CARLI Alma & Primo VE webpage and Frequently Asked Questions.

As always, you can contact with any comments or questions.